President and CEO
Steve is Founder and Principal of Financial Works USA, LLC. He is a licensed Financial Fiduciary with over 39 years of experience in the financial services industry, where he strives to help people accumulate wealth on their way to achieving their retirement goals. Steve enjoys working with retirees and devotes much of his time to presenting seminars on Money Matters to retirement-focused organizations, including AARP, churches, educational workshops, and seminars. In addition, he educates top financial advisors throughout Mississippi on topics such as “Tax Planning Strategies,” “The Powerful IRA Stretch Plan,” and “Taxation Reduction on Social Security and Retirement Income.”
Steve is a Master Elite Advisor with Ed Slott, a nationally recognized IRA-distribution expert named “The Best Source for IRA Advice” by the Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. Steve is currently the only “Ed Slott Master Elite Advisor” in the State of Mississippi. Ed Slott is a frequent contributor in the media sharing his industry expertise on shows such as, CNN, Fox News, PBS, and many more. Steve is also an Investment Advisor Representative with Virtue Capital Management.
Steve is married to Daleen, our company manager, and they have eight children and 25 grandchildren.